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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-18 |
| TX | RA | APPROVED | 2023-10-18 |
Branch Locations
1910 Market Street, Suite A, Redding, CA 96001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iris Global | Redding | CA | 01/2020 | 04/2020 |
| Global Aircraft Consulting | Keller | TX | 01/2015 | 04/2020 |
| Iris Global | Redding | CA | 06/2013 | 01/2020 |
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | 10/2023 |
| Kyle Bird Bookkeeping | Redding | CA | 08/2010 | Present |
| Lpl Financial Llc | Redding | CA | 10/2023 | Present |
1) 10/03/2023 - Summit Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/03/2023 - Kyle Bird Bookkeeping - Tax Prep/Accounting/CPA - bookkeeping services to clients - Owner - CA 96003 - Non-Investment Related - 24 Hours per month - Start date: 08/01/2010.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
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